I am Colleen Chrisman, a proud Northern Virginia native and financial advisor. I joined Merrill in June 2022, forming an advisory team with my father, Paul Chrisman, who is a seasoned Merrill financial advisor with more than 40 years of experience.
Prior to joining Merrill, I was an analyst on the Capital Markets team at mortgage guarantor, Freddie Mac, for almost three years. There, I expanded my financial expertise by researching and developing mortgage products and managing portfolio interest rate risk.
My educational background includes dual degrees in mathematics and economics from Virginia Tech, with a minor in French. During my college career, I also had the opportunity to further explore my interests in qualitative analysis and portfolio monitoring by helping manage a student-run $5M fixed income portfolio within the Virginia Tech endowment.
I am thrilled to create a team with my father and bring a new perspective to the practice. When I am not busy monitoring the financial markets, you can find me reading a book by the fire, continuing my French studies, or walking my yellow Labrador named Ivy in downtown Washington, D.C.
As a financial advisor at Merrill, I am committed to helping my clients achieve their financial goals. Leveraging my dual degrees from Virginia Tech in Mathematics and Economics, and prior experience in the mortgage industry, I rely on holistic wealth management strategies to guide my clients through varying market conditions. My goal is to have a deep understanding of what matters most to my clients and help customize potential solutions around their priorities, risk tolerance, time horizon, liquidity needs and goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.